BOURNS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOURNS FOUNDATION (EIN 95-6044472)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-07-16
- IRS object ID
- 202501979349100605
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-16T10:42:28-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15760 VENTURA BLVD SUITE 1700 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956044472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOURNS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL FREIBOTT | InCareOfNm |
| Business Name Control | BOUR | BusinessNameControlTxt |
| Phone | 9517815167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVENUE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL FREIBOTT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9517815339 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORMAN J TAMKIN | PreparerPersonNm |
| PTIN | P00230294 | PTIN |
| Phone | 8188493140 | PhoneNum |
| Preparation | 2025-05-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,202 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $196,537 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,826 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,251 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $255,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,125 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,914 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,009 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,009 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $428,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,543 | CashBOYAmt |
| Cash EOY | $8,296 | CashEOYAmt |
| Cash EOYFMV | $8,296 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $302,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $116,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $116,875 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $305,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,202 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $305,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $125,202 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $305,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $305,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $305,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,039 | ExcessRevenueOverExpensesAmt |
| Subtotal | $130,112 | SubtotalAmt |
| Other Decreases | $4,910 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ANALOG DEVICES - 104 SHARES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 1996-08-06 | AcquiredDt |
| Sold | 2024-04-03 | SoldDt |
| Gross Sales Price | $20,303 | GrossSalesPriceAmt |
| Cost Or Other Basis | $477 | CostOrOtherBasisAmt |
| Gain Or Loss | $19,826 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,826 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,826 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $349 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $349 | SubtotalAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $350 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $426 | TotalPaymentsAndCreditsAmt |
| Overpayment | $77 | OverpaymentAmt |
| Applied To ES Tax | $77 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL FREIBOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9517815167 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA BOURNS HILL | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| COLLEEN D BUTLER | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| ANITA BOURNS MACBETH | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| DENISE BOURNS MOYLES | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| GORDON L BOURNS | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | VICE PRESIDENT | 0.0 | $0 | $0 | $0 |
| GORDON L BOURNS II | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | PRESIDENT | 0.0 | $0 | $0 | $0 |
| MICHAEL E FREIBOTT | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | TREASURER | 0.0 | $0 | $0 | $0 |
| RUSH N HILL III | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | SECRETARY | 0.0 | $0 | $0 | $0 |
| CHARLES MACBETH IV | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| CAITLIN M CUNNANE | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $276,435 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $286,272 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $286,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $281,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $349 | TotalTaxAmt |
| Distributable Before Adj | $13,750 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,750 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,750 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $428,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $428,009 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,750 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $26,838 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $217,326 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $213,085 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $204,481 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $294,930 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $956,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $428,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $13,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $414,259 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,370,919 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,838 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,344,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $217,326 | ExcessFromYear4Amt |
| Excess From Year3 | $213,085 | ExcessFromYear3Amt |
| Excess From Year2 | $204,481 | ExcessFromYear2Amt |
| Excess From Year1 | $294,930 | ExcessFromYear1Amt |
| Excess From Current Year | $414,259 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL FREIBOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9517815167 | RecipientPhoneNum |
| Recipient Email Address | BOURNS.FOUNDATION@BOURNS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | FUNDING APPLICATION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES: FEBRUARY 15, MAY 15, SEPTEMBER 1, NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPHASIS ON SCIENCE AND TECHNOLOGY EDUCATION IN CALIFORNI | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LA SIERRA UNIVERSITY | ||||||
| 4500 RIVERWALK PARKWAY | RIVERSIDE | CA | 92505 | PC | PAYMENTS 3 OF 5 FOR STEM SCHOLARSHIP ENDOWMENT CONSISTING OF 25 SHARES OF ANALOG DEVICES STOCK WITH A TAX BASIS OF $58, AND A FAIR MARKET VALUE OF $5,715 DONATED ON 9/30/2024. | $5,715 |
| RIVERSIDE COMMUNITY SERVICES FOUNDATION | ||||||
| 6927 MAGNOLIA AVENUE 2 | RIVERSIDE | CA | 92506 | PC | PAYMENT 5 OUT OF 5 AS THE NAMING SPONSOR FOR THE BOURNS FAMILY YOUTH INNOVATION CENTER CONSISTING OF 740 SHARES OF ANALOG DEVICES STOCK WITH A TAX BASIS OF $1,725, AND A FAIR MARKET VALUE OF $169,171 DONATED ON 9/30/2024. | $169,171 |
| RIVERSIDE CITY FIREFIGHTERS FOUNDATION | ||||||
| PO BOX 7817 | RIVERSIDE | CA | 92513 | PC | FUNDING FOR THE DEVELOPMENT OF THE RIVERSIDE JUNIOR FIREFIGHTERS PROGRAM | $2,000 |
| LUCILLE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | PAYMENT FOR PEDIATRIC REHABILITATION PROGRAM FOR CHRONIC PAIN PATIENTS CONSISTING OF 255 SHARES OF ANALOG DEVICES STOCK WITH A TAX BASIS OF $595, AND A FAIR MARKET VALUE OF $50,665 DONATED ON 12/26/2023 | $50,665 |
| THE UC RIVERSIDE FOUNDATION | ||||||
| 1136 HINDERAKER HALL | RIVERSIDE | CA | 92506 | PC | FUNDING FOR ECOCAR EV CHALLENGE FOR ENGINEERING STUDENTS CONSISTING OF 53 SHARES OF ANALOG DEVICES STOCK WITH A TAX BASIS OF $124, AND A FAIR MARKET VALUE OF $10,317 DONATED ON 4/3/2024 | $10,317 |
| UC IRVINE FOUNDATION | ||||||
| 5141 CALIFORNIA AVENUE STE 250 | IRVINE | CA | 92617 | PC | FUNDING FOR THE THOMAS E. AHLERING ENDOWED RESEARCH & EDUCATION FUND FOR EXCELLENCE IN UROLOGIC ONCOLOGY CONSISTING OF 262 SHARES OF ANALOG DEVICES STOCK WITH A TAX BASIS OF $611, AND A FAIR MARKET VALUE OF $50,675 DONATED ON 4/5/2024 | $50,675 |
| RIVERSIDE COMMUNITY SERVICES FOUNDATION | ||||||
| 6927 MAGNOLIA AVENUE 2 | RIVERSIDE | CA | 925035983 | PC | GALA SPONSORSHIP FOR THE CITY OF RIVERSIDE PARKS, RECREATION AND COMMUNITY SERVICES DEPARTMENT | $10,000 |
| MARTIN LUTHER KING HIGH SCHOOL | ||||||
| 9301 WOOD ROAD | RIVERSDIE | CA | 92508 | PC | SUPPORT FOR MARTIN LUTHER KING HIGH SCHOOL'S ROBOTICS/ENGINEERING PROGRAM. | $3,000 |
| CALIFORNIA BAPTIST UNIVERSITY | ||||||
| 8432 MAGNOLIA AVENUE | RIVERSIDE | CA | 92504 | PC | PAYMENTS 2 OF 5 FOR STEM SCHOLARSHIP ENDOWMENT CONSISTING OF 225 SHARES OF ANALOG DEVICES STOCK WITH A TAX BASIS OF $524, AND A FAIR MARKET VALUE OF $51,437 DONATED ON 9/30/2024. | $51,437 |
| PEPPERDINE UNIVERSITY | ||||||
| 24255 PACIFICA COAST HIGHWAY | MALIBU | CA | 90263 | PC | FUNDING FOR THE NICOLE JANE MACBETH HILL MEMORIAL HEIDELBERG SCHOLARSHIP FOR STUDY ABROAD PROGRAM CONSISTING OF 315 SHARES OF ANALOG DEVICES STOCK WITH A TAX BASIS OF $734, AND A FAIR MARKET VALUE OF $72,529 DONATED ON 10/10/2024 | $72,529 |
| INLAND EMPIRE WATERKEEPER | ||||||
| 6876 INDIANE AVENUE SUITE D | RIVERSIDE | CA | 92506 | PC | FUNDING FOR RIVER KATS PROGRAM: KID'S ACTIVISM TOGETHER WITH SCIENCE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,009 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,294 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $997 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFIT ON DONATED SHARES | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,547 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BOURNS INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVENUE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $196,537 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 865 SHARES OF ANALOG DEVICES INC | NoncashPropertyDesc |
| Fair Market Value | $196,537 | FairMarketValueAmt |
| Received | 2024-06-27 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY: SECURITIES | StockNm |
| EOY Book Value | $116,875 | EOYBookValueAmt |
| EOYFMV | $116,875 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $4,910 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| TAX PREPARATION FEES | $1,600 |
| FORM RRF-1 PAYMENT | $125 |
| WEBSITE EXPENSES | $167 |
| BANK SERVICE FEES | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFIT ON DONATED SHARES | Desc |
| Revenue And Expenses Per Books | $52,251 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $200 | Amt |